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FDx Advisors’s White Mountains Insurance WTM Stock Holding History

FDx Advisors’s Portfolio WTM Stock Details WTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-1,698
Closed -$1.4M – 1115
2018
Q1 		$1.4M Buy
1,698
+292
+21% +$241K 0.04% 400
2017
Q4 		$1.2M Buy
1,406
+143
+11% +$125K 0.03% 483
2017
Q3 		$1.08M Buy
1,263
+265
+27% +$228K 0.03% 497
2017
Q2 		$867K Buy
998
+160
+19% +$139K 0.03% 565
2017
Q1 		$737K Buy
838
+68
+9% +$60.9K 0.02% 631
2016
Q4 		$644K Buy
770
+189
+33% +$158K 0.02% 676
2016
Q3 		$482K Sell
581
-51
-8% -$42K 0.02% 635
2016
Q2 		$532K Buy
632
+116
+22% +$94.6K 0.02% 573
2016
Q1 		$414K Buy
516
+161
+45% +$120K 0.02% 637
2015
Q4 		$258K Sell
355
-199
-36% -$152K 0.01% 764
2015
Q3 		$414K Sell
554
-62
-10% -$44.6K 0.04% 518
2015
Q2 		$402K Buy
616
+216
+54% +$143K 0.02% 655
2015
Q1 		$243K Buy
+400
New +$264K 0.01% 1333
2014
Q3 		– Sell
-2,132
Closed -$1.3M – 1002
2014
Q2 		$1.3M Buy
2,132
+609
+40% +$363K 0.08% 259
2014
Q1 		$914K Buy
1,523
+202
+15% +$118K 0.08% 267
2013
Q4 		$797K Buy
1,321
+61
+5% +$36K 0.08% 247
2013
Q3 		$715K Buy
1,260
+188
+18% +$109K 0.08% 219
2013
Q2 		$616K Buy
+1,072
New +$626K 0.08% 218

Other funds holding WTM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

FDx Advisors's WTM Position: Q2 2018 in Review

FDx Advisors sold out of White Mountains Insurance (WTM) in Q2 2018, closing a stake of 1,698 shares — an estimated $1.4M sold.

FDx Advisors first reported a position in WTM in Q2 2013 and held it in 18 quarters. The position peaked at $1.4M in Q1 2018. 227 funds tracked by Wall St. Rank hold WTM as of Q2 2018.

  • FDx Advisors reported no remaining White Mountains Insurance position as of Q2 2018 after selling out during the quarter.
  • FDx Advisors sold 1,698 White Mountains Insurance shares in Q2 2018, an estimated $1.4M.
  • FDx Advisors first reported a position in White Mountains Insurance in Q2 2013 and held it in 18 quarters.
  • FDx Advisors's White Mountains Insurance position peaked at $1.4M in Q1 2018.
  • 227 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2018.

Based on FDx Advisors's 13F filing for Q2 2018, filed 8 Aug 2018.